In Brief: major data releases of the week
Monday, 13 April 2026
– Earnings Season: The benchmark S&P 500 is forecast to see earnings growth of 13.2%, which would be the sixth straight quarter of double-digit growth. All sectors are expected to report revenue growth, with Tech, Communications and Financials leading. EPS guidance for Q1 has hit its highest level since Q3 2021. As always, Q1 earnings will kick off with the major US banks.
Tuesday, 14 April 2026
– US PPI: The prior headline, before the Iran-related energy shock, rose to 3.4% y/y, the highest level since February 2025. That points to pipeline pressures and output prices intensifying further in March.
Thursday, 16 April 2026
-Australia Jobs: Consensus expects 20k jobs added, lower than February’s 48.9k. The jobless rate is predicted to stay steady at 4.3%. This is the first ‘hard’ economic data since the Iran conflict began.
– China data: GDP is forecast at 4.8% y/y, three-tenths higher than in Q3, driven by strong export growth. The Lunar New Year may impact on local consumption figures. Housing and the consumer data will likely be in focus, as these have been the economic weak spots.
– UK GDP: February growth is seen at 0.3%, up from the previous flat print. This is backward-looking data that pre-dates the Iran war and energy shock. Price pressures and second round effects are likely more important for policymakers.
